June 10-14 Buildertrend updates

Recently Launched 

Small software renovations for June:

• View job proposal history and status with the new Proposal Dashboard: In the Estimate feature, we replaced the Proposal button with a Proposal Dashboard button. This leads to a page displaying the history and statuses of estimates and job proposals. You can now view all job proposals as PDF's and keep a record of proposals you’ve built and shared with homeowners.

• Send bill attachments to Xero: We created the ability to automatically sync bill attachments from Buildertrend with Xero. This eliminates the need for you to manually upload bill images or documents to the corresponding bill in Xero.

• Buildertrend Payments update – better messaging for micro-deposits: We added visual elements and better messaging to the Customer Portal, making it more apparent to homeowners when they need to complete a micro-deposit bank verification.

Visit the roadmap cards to learn more and provide feedback

We welcome feedback on releases, at any stage. If you have questions about recent updates, visit our Help Center or contact our Customer Success team at 888-415-7149.

If you’d like to provide feedback please use the What do you think of this roadmap item? button inside the release card.